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IFP Advisors’s JPMorgan Income ETF JPIE Stock Holding History

IFP Advisors’s Portfolio JPIE Stock Details JPIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$607K Sell
13,171
-1,261
-9% -$58K 0.01% 955
2026
Q1 		$665K Sell
14,432
-173
-1% -$8.01K 0.01% 851
2025
Q4 		$676K Sell
14,605
-2,185
-13% -$101K 0.02% 812
2025
Q3 		$779K Buy
16,790
+4,598
+38% +$213K 0.02% 702
2025
Q2 		$565K Buy
12,192
+7,758
+175% +$355K 0.02% 780
2025
Q1 		$204K Sell
4,434
-1,321
-23% -$60.6K 0.01% 1167
2024
Q4 		$263K Buy
5,755
+519
+10% +$23.8K 0.01% 1007
2024
Q3 		$243K Buy
5,236
+426
+9% +$19.5K 0.01% 1000
2024
Q2 		$219K Buy
4,810
+1,649
+52% +$74.6K 0.01% 1004
2024
Q1 		$144K Buy
3,161
+798
+34% +$36.3K 0.01% 1147
2023
Q4 		$108K Buy
2,363
+1,703
+258% +$76K 0.01% 1210
2023
Q3 		$29.3K Hold
660
– – ﹤0.01% 1776
2023
Q2 		$29.8K Buy
+660
New +$30K ﹤0.01% 1835

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFP Advisors's JPIE Position: Q2 2026 in Review

IFP Advisors reduced its JPMorgan Income ETF (JPIE) stake by 8.7% in Q2 2026, selling an estimated $58K and leaving 13,171 shares worth $607K. The position accounts for 0.01% of the portfolio, ranked #955.

IFP Advisors first reported a position in JPIE in Q2 2023 and has held it in 13 quarters since. The position peaked at $779K in Q3 2025. 478 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • IFP Advisors held 13,171 shares of JPMorgan Income ETF worth $607K as of Q2 2026.
  • IFP Advisors sold 1,261 JPMorgan Income ETF shares in Q2 2026, an estimated $58K.
  • JPMorgan Income ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #955 holding.
  • IFP Advisors first reported a position in JPMorgan Income ETF in Q2 2023 and has held it in 13 quarters since.
  • IFP Advisors's JPMorgan Income ETF position peaked at $779K in Q3 2025.
  • 478 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.